REBATE AGEEMENTS

[Former Member]

Hi Friends

Can anyone pls send the details of the rebate agreement procesing.

Regards

Srinivas

[Former Member · Accepted solution]

Hi Balu

Path: Sales and Distribution --- Billing --- Rebate Processing

Step: 1

Maintain Access Sequence in Pricing

Path: Img --- Sales & Distribution --- Basic Functions --- Pricing --- Pricing Controls --- Define Access Sequence --- Maintain Access Sequence.

B003 is the STD. access sequence for Customer Rebate.

Step: 1a

Click on the customer rebate and click the Accesses.

Step: 1b

Then click on the Fields.

Step: 2

Define Condition Type

Path: Path: Img --- Sales & Distribution --- Basic Functions --- Pricing --- Pricing Controls --- Define Condition Types --- Maintain Condition Type.

B003 is the STD. Condition Type for Customer Rebate

Step: 2A

Then Pick the 1921 Customer Rebate and Pick the Detail Button. And Maintain the Data’s

Step: 3

Define Agreement Type

Path: Sales & Distribution --- Billing --- Rebate processing --- Rebate Agreements --- Define Agreement Types.

B003 is the STD. Agreement type for Rebate Processing.

Step: 4

Define Condition Type Groups.

Path: Path: Sales & Distribution --- Billing --- Rebate processing --- Condition Type Group --- Define Condition Type Groups.

Step: 4A

Assign Condition Types/Tables to Condition Type Groups

Path: Under the Same Menu path --- Assign Condition Types/Tables to Condition Type Groups.

Step: 4B

Assign condition type groups to rebate agreement types

Path: Under the Same Menu Path --- Assign condition type groups to rebate agreement types.

Step: 5

Create Condition Record.

T-Code: VBO1

Step: 5B

A screen will Pop-up . Enter the Rebate Recipient

Step: 5C

Then Click on the Condition.

Step: 5D

A screen will pop-up

Enter the Customer and percentage.

Then SAVE the condition record.

Step: 5E

Then a Screen will pop-up asking for Settlement Material

Enter the Settlement Material here.

Then SAVE the condition record.

Step: 5F

A message will pop-up as Customer Rebate

Step: 6

Go to Customer Master to Activate Rebate.

T-Code: XD02

In Sales Area Data in Billing Doc. Tab

Activate Rebate.

IN Billing Document

Click on the Box and Activate the Rebate

Step: 7

Go to the Enterprise Structure

Activate Rebate in Sales Organization.

Path: Img --- Enterprise Structure --- Definition --- Sales & Distribution --- Define Copy, Delete, Check Sales Org.

Step: 7A

Pick on the IBM sales org. AND PICK THE DETAIL BUTTON

Activate Rebate Pro. Active.

Step: 8

Activate Rebate in Billing Doc. F2. In define Billing Doc

Then create sale order, delivery and billing.

Rebate settlement.

Go to VB02 enter ur sales deal no, and change the agreemetn status to B then enter Shift+F12 and enter the amount to be paid for example u say $80

Then check in rebate payments rebate doc and partial setllemetn since you have not paid in full.

View the credit memo request

Remove the Billing bloock Go to VA01 and put order type G2 ,,go to create with ref and enter ur Sales order no,,save the doc now.

Then go to VF01 and enter the credit memo reqst no generated...save the doc no and go to VF02 and say release to accounting

If u want screen shot give ur mail id.

Reward if useful to u.

[FineBOZ · Accepted solution]

Can you share the screen shots? - Thanks - FineBoz

[Former Member]

Hi Balu,

Document along with screen shots sent to your mail.

Hope it will be useful for you.

Thanks

Mohan

[Former Member]

Dear Mohan,

Can you share the same document with me..as am looking to solve the same issue. bhushan_shah2406@yahoo.com

Rgds,

Bhushan

[Former Member]

Hi Narendran

Mail ID : sajjabalaji@gmail.com

Pls send the documents.

Regards

Balu

[Former Member]

Hi Sajjabalaji

I have send the doc to ur mail id.

Thanks for rewarding me

[Former Member]

Hi Balu,

Rebate Agreements

A rebate is a special discount which is paid retroactively to a customer. This discount is based on the customer's sales volume over a specified time period.

You can process rebate agreements when the following prerequisite conditions are met:

sales org is relevant for rebate processing

payer (customer master record) is relevant for rebate processing

billing type (invoice, credit memo) is relevant for rebate processing

Condition types for rebate agreements:

BO01 – Customer/Material or Customer/Rebate group = % rebate

BO02 – Customer/Material = quantity dependent

BO03 – Customer = % rebate

BO04 - Customer hierarchy = % rebate

BO05 – Customer hierarchy/Material = % rebate

BO06 – Sales vol independent

Creating Rebate Agreements

Master data Sales and distribution Logistics

Create Rebate agreement Agreements

To create a condition record for a rebate agreement:

When creating or changing rebate agreements, you can create condition Conditions to get to the Agreement Overviewrecords by choosing Goto screen.

Enter the data necessary to create a condition record (for example: customer and condition rate).

Choose ENTER.

If you do not enter a value for the accrual rate, the system automatically proposes the value you entered as the condition rate.

To create a pricing scale for a condition record, select the condition record and choose Scales.

To display or change details in a condition record, select the condition record and choose Details.

It is possible to see an overview of condition records that already exist in other rebate agreements and that have the same key combination (customer/material, customer/rebate group, and so on).

To view the list, select Validity periods.

You can set for each rebate agreement whether it is to be renewed Reactivate orRebate calendar automatically or not. Select Extras Remove in the Change Rebate mode.

Rebate Process with Ref. to SO

Rebate agreements is based on agreement types.Conditon records which are created like B001 and B002 are linked to the rebate agreements specifying the rebate rate + the accrual rates. Condition records specify the rebate rate and the accrual rates.

Consider an example..

You decided to give a rebate of 3% to a customer whose sales vol is $1000 for a particular SO

Then the rebate value is $30..

Now when you make the rebate settlement by doing the Credit memo and you decide to pay $27, then the accounting will be generated saying 27$ paid towards rebate and 3$ is the accrual which you owe to the customer

Procedure:

Rebate agreement: Transaction code: VB01

When you go to VB01, choose agreement type 0002 and then in conditions give

Material rebate

1 20

20 30

Now create a sales order with a material say M-11 for SOrg 1000 12 00 with QTY 6

Now check VB03 and see rebate agreement it will say Accruals 120 and payments 0

since your rebate is not settled still.

Rebate settlement

Go to VB02 enter ur sales deal no, and change the agreement status to B then enter Shift+F12 and enter the amount to be paid for example u say $80

Then check in rebate payments rebate doc and partial settlement since you have not paid in full.

View the credit memo request

Remove the Billing block Go to VA01 and put order type G2 ,,,go to create with ref and enter ur Sales order no,,,save the doc now...

Then go to VF01 and enter the credit memo reqst no generated...save the doc no and go to VF02 and say release to accounting

Now the final settlement will be this way

Accruals:120

Accrual reversed:80

Rebate pay:80

Amount payable:40

So the balance 40 is still the accrual

Please Reward If Really Helpful,

Thanks and Regards,

Sateesh.Kandula

[Former Member]

Hi Balu,

Rebate processing:

1. First requirement is that the rebate processing must be active for

a. the customer ( check in customer master) ,

b. for the billing type ( check in IMG > Billing > rebate processing > active rebate processing > select billing documents for rebate processing. )

c. For the sales organizatin:

( check in IMG > Billing> rebate processing > active rebate processing > Active rebate processing for sales org. )

2. Next create a rebate agreement For this ust T-code VB01. For the rebate agreement type you can choose either 0001

( group rebate ) or 0002 material rebate or 0003 ( customer rebate ) etc

b. Enter your rebate conditions. Dont forget to enter the accrual rate here.

3. Now test your rebate functionality : create a sales order for the particular customer, sales org ( ensure that the billing type used in your sales order is relevant for rebate) . Create outbound delivery, transfer order to do picking and post goods issue.

4. Now go to Tcode VB03 and check your rebate by choosing conditions , selecting the condition line and choosing payment data. You will see that the accruals and business volume are updated when accounting doc is created for billing.

5. Settling your rebates:

Once your rebates have been accrued you need to settle the rebate.

For this first release the rebate for settlement by using Tcode VB02. As a trial basis choose B ( you can choose other settings based on your requirement) and choose Create manual accrual. Now enter the amount to be paid and save the rebate agreement.

6. Next display your rebate agreement using Tcode VB03.

Enter your rebate agreement number . Next choose rebate payments > Rebate documents and select partial settlement. Click on the choose button to note down your credit request number.

7. Use Tcode VA02 and release the billing block for your credit request. ( use item overview tab)

8. Now use VF01 to create a rebate credit memo by entering the credit memo request number and save it

9. Now release the credit memo to accounting using vf02.

A small search on SDN SD forum will help you to answer your query.

I will suggest you to visit http://sap-img.com/sap-sd.htm. It will give you the overview of SAP SD module.

Moreover there is a separate section of FAQs with answers which will help you in great deal.

Also an additional information.

Rebates Processs in SAP is divided into three components

1) Configuring Rebates

2) Setting Up Rebates

3) Managing rebate agreeeements and payments

Pre-requsiistes- Check the following:

1.The payer partner needs toi have the rebate field checked in the customer master on the sales area-billing doc tab.

2.The Billing type must be marked as relevant for rebates.

3.The Sales Organisation must be marked as relevant for rebates.

Condition Technique :

Rebates, use the condition technique, but distinguish themselves from pricing in applying to transactions over time, versus on a transaction basis. Rebates have their wn field catalog and their own condition table naming convention.So you could have two condition table "001" one for pricing and one for rebates, which could have different key fields. You need to use the technical names A001 For pricing and KOTe001 for rebates when you use the query type using transaction SE 16..

Use create access sequence (AS). Enter 1 in field category for rebate specific. AS after going thru the right path of maintaining access sequence for rebates.

The big difference between the rebate and the pricing access sequence is that there is no exclsuion flag available for rebate related AS. This means multiple tables for an access sequence can be aplied at the same time.

Rebate related condition types are identified by codnition class -C.

After defining and creating condition types for rebated include them in the pricing proceedure. The requirement should be 24 here which implies that the accruals are calculated on the basis of invoice/bill.

The other fields- alctyp and altcbv does not allow you to manipulate how a rebate is calculated. Also, remove the requiremnt 24, if u want to see reabtes at order time.

Now payment of rebates:

Payments can be maunal or in full settlement. When you do manual payments, it defines how much can be paid out during a partial settlemetn. You use partial settlement only when rebate agreement is defined for a full year but the paoyouts are supposed to happen on a monthly, quarterly or anyother specified period.

These accurals are based on sales volume and when they are posted billing is created int eh follwoing manner. Provision for accruals is debited and Sales revenue is credited. When rebate credit memo is created

Customer account/ is debited and

Accrual provision account is credited.

Award points if it adds information

Thanks

Mohan

[Former Member]

Hi Balu,

REBATE AGREEMENTS:

Rebates Process in SAP is divided into three components

1) Configuring Rebates

2) Setting Up Rebates

3) Managing rebate agreements and payments

Pre-requisites- Check the following:

1.The payer partner needs to have the rebate field checked in the customer master on the sales area-billing doc tab.

2.The Billing type must be marked as relevant for rebates.

3. The Sales Organization must be marked as relevant for rebates.

Condition Technique:

Rebates, use the condition technique, but distinguish themselves from pricing in applying to transactions over time, versus on a transaction basis. Rebates have their wn field catalog and their own condition table naming convention.So you could have two condition table "001" one for pricing and one for rebates, which could have different key fields. You need to use the technical names A001 For pricing and KOTe001 for rebates when you use the query type using transaction SE 16..

Use create access sequence (AS). Enter 1 in field category for rebate specific. AS after going thru the right path of maintaining access sequence for rebates.

The big difference between the rebate and the pricing access sequence is that there is no exclsuion flag available for rebate related AS. This means multiple tables for an access sequence can be aplied at the same time.

Rebate related condition types are identified by codnition class -C.

After defining and creating condition types for rebated include them in the pricing proceedure. The requirement should be 24 here which implies that the accruals are calculated on the basis of invoice/bill.

The other fields- alctyp and altcbv does not allow you to manipulate how a rebate is calculated. Also, remove the requiremnt 24, if u want to see reabtes at order time.

Now payment of rebates:

Payments can be maunal or in full settlement. When you do manual payments, it defines how much can be paid out during a partial settlemetn. You use partial settlement only when rebate agreement is defined for a full year but the paoyouts are supposed to happen on a monthly, quarterly or anyother specified period.

These accurals are based on sales volume and when they are posted billing is created int eh follwoing manner. Provision for accruals is debited and Sales revenue is credited. When rebate credit memo is created

Customer account/ is debited and

Accrual provision account is credited.

Also, please note that when rebates are created without dependent ona material but on customer/material you need to refer to a material for settlement.

Please go through the below link:

http://www.sap-img.com/sap-sd/rebate-process-with-ref-to-so.htm

Please Reward If Really Helpful,

Thanks and Regards,

Sateesh.Kandula